Viechnicki Wealth Mgmt, LLC (VWML) offers ongoing portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. VWML creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). VWML may also offer investment advisory services through the use of third-party money managers. VWML does not have discretion over client accounts.
Assets Under ManagementN/A
Clients16
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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